Financial Advisor Newbury
Patronus Partners is a leading financial advisor with offices near Newbury and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor in Newbury
Patronus was founded in 2015 on the realisation that large financial advice companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned financial advisor in Newbury.
Our clients benefit from our team’s experience working for large banks, hedge funds and investment firms but prefer a more intimate, friendly and client focused boutique financial advice firm.
We prefer to stay small, independent and optimal for a limited number of clients.
What we do
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We structure our client’s investment portfolios as tax efficiently as possible.
We monitor changes in government legislation to make sure that our clients remain as tax efficient as possible and give ongoing advice on this.
We do not charge initial fees for financial advice.
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A changing investment environment requires adaptation, innovation, and focus. As a financial advice firm, we are able to offer a flexible investment style, in order to capitalise on the ever changing macroeconomic environment.
We can actively position portfolios, whatever the evolving investment landscape, and, as we are an independent boutique financial advisor near Newbury, we are entirely free to invest in an unconflicted way, with no “in-house” products. You can read some of our latest research here.
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Some of our clients also use our execution only trading and custody service, enabling them to have all of their investments under one roof.
Our traders work on behalf of various, hedge funds and family offices. Our private clients are able to benefit from institutional quality trading, settlement and custody.
“We are all escapees from large firms and feel that clients no longer want the bland industry stereotype but prefer a smaller firm whose interests are aligned with theirs. The industry is ever- homogenising and unfortunately seems to focus more on shareholders than on clients".
— James Barton, Spear’s magazine.
The Unspoken Truth…
is that large financial advisory firms are often sub-optimal for their clients.
As an independent financial advisor we are not constrained by being tied to our own in-house funds, looking after too many clients and nor are we under relentless shareholder pressure for revenue growth – all of which are detrimental to clients.
Our clients receive truly independent advice in an unconflicted unbiased way, with no “in-house” products.
We invest only what we believe to be best in class in order to deliver the best outcome for our clients.
"Patronus’ from the original Latin, is a person who stood as a protector to another, who was called his ‘client’. It struck a chord with us.”
— Paul Kavanagh CEO
Why invest with an independent financial advisor in Newbury?
Independence
We are employee owned with no shareholder pressure to deliver ever increasing revenue targets, which are often to the detriment of the client.
Freedom
We are not constrained or conflicted by the issues many financial advice firms face such as being tied to their own ’in-house’ funds and static portfolios. We are free to invest in what we believe will give the best outcome.
Performance
Whilst we cannot guarantee that past performance will be repeated, since inception, our portfolios have performed better than the industry benchmark.
Experience
Most members of our team have over 20 years’ experience looking after the investments for private clients and working in senior positions of larger firms.
Close Relationships
We deliberately have fewer clients so that they can benefit from an intimate relationship with the firm and have direct access to our whole team in Newbury and London.
Fees
We do not charge initial fees for our advice just a clear annual fee, only payable once you start to invest with us.
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Paul Kavanagh
Director
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Jeremy Steinson
Director
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S-J Kavanagh
Operations
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James Barton
Investment Director
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John Prior
CIO
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Kareem Khouri
COO
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Dan Dowding
Head of Wealth Management
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Arrange A Call
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Book Free Consultation
Arrange a time to receive a free consultation.
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Email Us
Get in touch to ask us any questions.
“One of the top 10 Wealth Managers in the UK. Barton is a dichotomy... An affable bonhomie, but with a sharp, disruptive, forward-thinking mind. His preference for questioning the rules, combined with his friendly nature, is why clients seek his insightful advice and why he is regarded as one of the top practitioners in the industry"
— James Barton Investment Director Review in Spear’s
London
68 King William Street, London. EC4N 7HR
Newbury
1650 Arlington Business Park, Waterside Drive, Berkshire RG7 4SA
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Financial Advisor Newbury: Navigating Your Finances in a Flourishing Town
Nestled in the heart of Berkshire, Newbury is a thriving town boasting a rich history, bustling marketplace, and picturesque countryside. But beyond its charm, lies a vibrant community seeking sound financial guidance to navigate their evolving needs. Whether you're a young professional building a career, a family establishing roots, or approaching retirement, finding the right financial advisor in Newbury can be overwhelming.
Fear not, for this comprehensive guide sheds light on navigating your financial journey in Newbury, empowering you to make informed decisions.
Why Seek a Financial Advisor in Newbury?
Experienced Expertise: Financial advisors possess in-depth knowledge of complex financial products, markets, and regulations. They can translate financial jargon into actionable plans, empowering you to make informed choices.
Tailored Solutions: A good advisor understands your unique circumstances, goals, and risk tolerance. They'll craft personalized strategies that align with your aspirations, be it saving for a house, planning for retirement, or protecting your loved ones.
Stress-Free Management: Managing investments, insurance, and taxes can be time-consuming and stressful. A financial advisor takes the reins, freeing you to focus on what matters most, while ensuring your financial security.
Types of Financial Advisors in Newbury:
Independent Financial Advisors (IFAs): Offering unbiased advice, IFAs are not tied to any specific product or provider, ensuring their recommendations prioritize your best interests.
Restricted Financial Advisors (RFAs): They specialize in specific products or services, like mortgages or investments from a particular provider. While their options may be narrower, they can offer in-depth expertise within their chosen field.
Wealth Managers: Catering to high-net-worth individuals, wealth managers offer comprehensive financial planning services, often addressing complex investment strategies and estate planning.
Finding the Right Financial Advisor in Newbury:
Recommendations: Ask friends, family, or your accountant for referrals. Their personal experiences can offer valuable insights.
Online Directories: Utilize reputable platforms like Unbiased or Vouched to compare advisors based on qualifications, services, and client reviews.
Initial Consultations: Meet with several advisors to assess their approach, communication style, and fees. Choose someone you feel comfortable trusting and whose vision aligns with your goals.
Long-Term Financial Advice in Newbury:
Regular Reviews: As your circumstances and goals evolve, regular reviews with your advisor ensure your financial plan stays on track.
Open Communication: Maintaining open communication with your advisor is key. Don't hesitate to ask questions or express concerns to ensure your plan adapts to life changes.
Continuous Learning: The financial landscape is dynamic. Take advantage of educational resources and workshops offered by your advisor or community organizations to stay informed and empowered.
Newbury: A Town That Invests in You
Beyond its beauty and bustling commerce, Newbury boasts a community committed to financial well-being. Initiatives like the Newbury Credit Union and the West Berkshire Council's Financial Inclusion Strategy provide resources and support for residents at all stages of their financial journey.
Newbury: A Thriving Riverside Town in the Heart of Berkshire
Newbury is a charming market town in Berkshire, England, situated on the banks of the River Kennet. With a rich history dating back to the Saxon era, Newbury offers visitors a delightful blend of old and new. The town center is home to a bustling marketplace, independent shops, and historic buildings, while the surrounding area boasts picturesque countryside and stunning views.
Things to do in Newbury
Explore the medieval history: Newbury has a wealth of historical sites, including the ruins of Donnington Castle, the 16th-century Cloth Hall, and St. Nicholas Church. Visitors can also learn about the town's role in the English Civil War at the Newbury Racecourse Museum.
Enjoy the outdoors: The River Kennet is a popular spot for picnics, walks, and boat trips. There are also several parks and gardens in the town, including Victoria Park and Newbury Town Gardens.
Go shopping: Newbury has a wide selection of shops, from high-street brands to independent boutiques. The market square is a great place to find local produce and handcrafted gifts.
Visit the racecourse: Newbury Racecourse is one of the most famous racecourses in England, hosting horse racing events throughout the year.
Take a day trip to the surrounding area: The Berkshire Downs and the North Wessex Downs are both within easy reach of Newbury, offering stunning scenery and plenty of opportunities for hiking and cycling.
High Authority Domains about Newbury
Reasons to Visit Newbury
Rich history and culture: Newbury has a fascinating history dating back to the Saxon era, and there are plenty of historical sites to explore.
Beautiful location: The town is situated on the banks of the River Kennet, and the surrounding area is home to stunning countryside.
Plenty to see and do: From exploring the town center to enjoying the outdoors, there is something for everyone in Newbury.
Easy to get to: Newbury is well-connected by road and rail, making it easy to get to from London and other parts of the UK.
Overall, Newbury is a charming town with something to offer everyone. Whether you're interested in history, culture, or the outdoors, you're sure to find plenty to enjoy in this delightful Berkshire town.About Patronus
Patronus Partners is your trusted resource for navigating financial decisions in Newbury. We provide impartial information, connect you with qualified advisors, and equip you with the tools to achieve your financial goals. Start your journey towards financial security today by exploring our website and resources.
Remember: Finding the right financial advisor in Newbury is an investment in your future. With careful research, clear communication, and a long-term perspective, you can unlock the potential of your finances and build a brighter tomorrow in this picturesque town.
Useful Resources for people needing Financial Advice:
Investopedia - Financial Advisor:
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MoneyHelper - Choosing a Financial Advisor:
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Gov.uk - Choosing a Financial Advisor:
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Forbes UK - How to Choose a Financial Advisor:
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FT Adviser:
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The Personal Finance Society - Find an Adviser:
Professional Expertise, Ethical Guidance: Seeking a financial advisor committed to ethical practices and professional excellence? Look no further than the Personal Finance Society's curated directory. Connect with experienced professionals adhering to the highest standards, access valuable member resources, and find the perfect partner to help you achieve your financial goals with confidence:
Investopedia - Financial Advisor (Glossary):
Decipher the Financial Advisor Jargon: Feeling lost in the alphabet soup of financial terms? Investopedia's comprehensive glossary defines "financial advisor" and related terms, ensuring you navigate the world of finance with clarity and confidence:
en.wikipedia.org/wiki/Financial_adviser:
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Financial Wellbeing for Medical Professionals: Designed specifically for those in the medical field, medicsmoney.co.uk offers expert financial advice tailored to your unique needs and challenges. Connect with a medical financial advisor who understands your career trajectory and can help you achieve financial security:
Navigate the Financial Maze with Bankrate: Unravel the complexities of choosing a financial advisor with Bankrate's practical guide. Learn key questions to ask, compare fee structures, and discover valuable resources to find the perfect financial partner for your unique goals.
Do You Need a Financial Advisor? MoneyHelper Has the Answer: Unsure if seeking financial advice is the right move for you? MoneyHelper's insightful guide helps you assess your situation, understand the benefits of working with an advisor, and make an informed decision about your financial future.
Unlock the Expertise of Top Wealth Advisors: Seek guidance from the best in the business with Barron's prestigious list of top private wealth advisors. Discover industry leaders, explore their specialized skills, and find the ideal advisor to manage your significant assets and secure your financial future.
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Independent Advisor Directories:
MoneySavingExpert: Offers resources and advice on finding an advisor, alongside their own directory.
Personal Finance Society: - Includes both independent and restricted advisors, searchable by location and specialisms.
Government and Regulatory Bodies:
Media and News Websites:
Financial Advice Websites:
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